The Drill Down

Coveo has spent years embedding AI into enterprise search and recommendations. Now the company is pushing into agentic AI, promising systems that act with context and initiative inside the enterprise. CEO Laurent Simoneau explains what this shift means for adoption, ROI, and competition in the AI era.

#TheDrillDown #Coveo #LaurentSimoneau #AgenticAI #EnterpriseAI #GenerativeAI #SaaS #EnterpriseSearch #AIAdoption

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The Drill Down: Elastic Q1 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 2026 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.

🔍 In This Episode, You’ll Discover:

• Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s Q1 2026 earnings report.

• Strategic Moves & Industry Impact: How Elastic’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Ash Kulkarni.

• Expert Analysis by Cory Johnson: Epistrophy Capital Research’s Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

• Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ESTC #Elastic #ElasticEarnings #TheDrillDown

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The Drill Down: NVIDA Q2 2026 Earnings Analysis

💡 Beyond the numbers: Unpack NVIDA ($NVDA) Q2 2026 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.

🔍 In This Episode, You’ll Discover:

• Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVIDA’s Q2 2026 earnings report.

• Strategic Moves & Industry Impact: How NVIDA’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jensen Huang.

• Expert Analysis by Cory Johnson: Epistrophy Capital Research’s Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

• Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #NVDA #NVIDA #NVIDAEarnings #TheDrillDown

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The Drill Down: Box Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.

🔍 In This Episode, You’ll Discover:

• Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Box’s Q2 earnings report.

• Strategic Moves & Industry Impact: How Box’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aaron Levie.

• Expert Analysis by Cory Johnson: Epistrophy Capital Research’s Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

• Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #BOX #Box #BoxEarnings #TheDrillDown

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The Drill Down: Fabrinet Q4 Fiscal Year 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 Fiscal Year 2025 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.

🔍 In This Episode, You’ll Discover:

• Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Fabrinet’s Q4 Fiscal Year 2025 earnings report.

• Strategic Moves & Industry Impact: How Fabrinet’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Seamus Grady.

• Expert Analysis by Cory Johnson: Epistrophy Capital Research’s Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

• Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FN #Fabrinet #FabrinetEarnings #TheDrillDown

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The Drill Down: Palo Alto Networks Q4 Fiscal Year 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 Fiscal Year 2025 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.

🔍 In This Episode, You’ll Discover:

• Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palo Alto Networks’s Q4 Fiscal Year 2025 earnings report.

• Strategic Moves & Industry Impact: How Palo Alto Networks’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Nikesh Arora.

• Expert Analysis by Cory Johnson: Epistrophy Capital Research’s Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

• Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #PANW #Palo Alto Networks #Palo Alto NetworksEarnings #TheDrillDown

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Trinity Capital’s Kyle Brown on Low Defaults and High Returns In Venture Debt
Kyle Brown explains how Trinity delivered a 30% rise in NII—more than enough to cover the dividend—just as NAV reached $13.27 per share. He’ll discuss how disciplined credit, strategic origination, and SBIC licensing set the stage for diversified growth.

#TheDrillDown #TrinityCapital #KyleBrown #BDC #NIIgrowth #DividendCoverage #NAVGain #CreditQuality #SBICStrategy #HighYield #AlternativeCredit 

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The Drill Down: Applied Materials Q3 FY 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 FY 2025 performance with CEO Gary Dickerson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.

🔍 In This Episode, You’ll Discover:

• Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Materials’s Q3 FY 2025 earnings report.

• Strategic Moves & Industry Impact: How Applied Materials’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Dickerson.

• Expert Analysis by Cory Johnson: Epistrophy Capital Research’s Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

• Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AMAT #Applied Materials #Applied MaterialsEarnings #TheDrillDown

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The Drill Down: Coherent Q4 FY 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 FY 2025 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.

🔍 In This Episode, You’ll Discover:

• Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 FY 2025 earnings report.

• Strategic Moves & Industry Impact: How Coherent’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jim Anderson.

• Expert Analysis by Cory Johnson: Epistrophy Capital Research’s Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

• Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #COHR #Coherent #CoherentEarnings #TheDrillDown

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The Drill Down: Cisco Systems Q4 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 2025 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.

🔍 In This Episode, You’ll Discover:

• Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Cisco Systems’s Q4 2025 earnings report.

• Strategic Moves & Industry Impact: How Cisco Systems’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chuck Robbins.

• Expert Analysis by Cory Johnson: Epistrophy Capital Research’s Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

• Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

🎧 Listen & Watch Now:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #CSCO #Cisco #TheDrillDown

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